Focused Alpha

Independent, Objective Advice.

Financial planner in Denver, CO (show on map)

Focused Alpha is a Registered Investment Advisor in Denver, CO offering independent, objective financial advice through financial planning, investment management, and institutional consulting services.

Call (303) 529-5100

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About

Focused Alpha is a Registered Investment Advisor (RIA) in Denver, Colorado, providing independent, objective advice with a client-first philosophy. They offer financial planning, investment management with science-based discipline, institutional consulting for healthcare organizations using an OCIO model, and charitable giving/estate planning services.

As a fee-only firm, they are not compensated by particular investment companies and can provide unbiased recommendations. Their ESP process focuses on emotion-free, simple to execute, process-driven investing.

Independent, objective, fee-only advice

Client-first philosophy

Science-based investment process (ESP)

Institutional consulting for healthcare organizations

Comprehensive planning with tax, estate, and risk mitigation

Services

Financial Planning

Comprehensive financial planning combining customized portfolios with tax, estate, and risk planning.

Customized Portfolios Tax Planning Estate Planning Risk Mitigation

Investment Management

Disciplined investment management using research, tactical allocation, and risk modeling. Managing assets as if they were their own.

Tactical Allocation Risk Management Discipline Science-based Approach

Institutional Consulting

Outsourced chief investment officer (OCIO) services for small to mid-size institutions, primarily in healthcare.

OCIO Model Healthcare Focus Boutique Approach

Charitable Giving

Estate planning and charitable giving strategies including gifting, trusts, and philanthropic planning.

Estate Planning Philanthropic Planning Trusts Gifting Strategies

Credentials & Certifications

CFA (Chartered Financial Analyst)

CMT (Chartered Market Technician)

MBA

Frequently Asked Questions

What is Focused Alpha's approach to financial advice? +

Focused Alpha provides independent, objective, fee-only advice with a client-first philosophy. They use science-based investment strategies and a disciplined process to help clients achieve their goals.

What makes Focused Alpha different from other advisors? +

Focused Alpha is independent, objective, and fee-only with no allegiance to particular investment companies. They use a disciplined, science-based ESP process that is emotion-free and simple to execute.

Where is Focused Alpha located? +

Focused Alpha is located at 1401 Lawrence Street, Suite 1600, Denver, CO 80211.